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Randall Scott Ponder

SILICON VALLEY WEALTH ADVISORS, LLC·SAN JOSE, California
Unclaimed Profile
3190 S. BASCOM AVENUE, SAN JOSE, CA 95124CRD# 1898706Firm CRD# 106017
01

About

Randall Scott Ponder is a registered financial advisor based in SAN JOSE, California, affiliated with SILICON VALLEY WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SILICON VALLEY WEALTH ADVISORS, LLC
SILICON VALLEY WEALTH ADVISORS, LLC
AUM
$329M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SILICON VALLEY WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1898706
Firm CRD# 106017
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Randall Scott Ponder offer?
Randall Scott Ponder specializes in Financial Planning, Investment Management. Contact their office in SAN JOSE, California for a consultation.
What are Randall Scott Ponder's credentials?
Randall Scott Ponder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Randall Scott Ponder located?
Randall Scott Ponder is based in SAN JOSE, California, working with SILICON VALLEY WEALTH ADVISORS, LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Randall Scott Ponder charge for services?
Randall Scott Ponder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SILICON VALLEY WEALTH ADVISORS, LLC?
SILICON VALLEY WEALTH ADVISORS, LLC has approximately 6 employees and manages $329M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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